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Wendell David Associates’s Applied Materials AMAT Stock Holding History

Wendell David Associates’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-319
Closed -$231K – 152
2026
Q2 		$231K Buy
+319
New +$147K 0.02% 150

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Wendell David Associates's AMAT Position: Q3 2026 in Review

Wendell David Associates sold out of Applied Materials (AMAT) in Q3 2026, closing a stake of 319 shares — an estimated $231K sold.

Wendell David Associates first reported a position in AMAT in Q2 2026 and held it in 1 quarter. The position peaked at $231K in Q2 2026. 2,585 funds tracked by Wall St. Rank hold AMAT as of Q3 2026.

  • Wendell David Associates reported no remaining Applied Materials position as of Q3 2026 after selling out during the quarter.
  • Wendell David Associates sold 319 Applied Materials shares in Q3 2026, an estimated $231K.
  • Wendell David Associates first reported a position in Applied Materials in Q2 2026 and held it in 1 quarter.
  • Wendell David Associates's Applied Materials position peaked at $231K in Q2 2026.
  • 2,585 funds tracked by Wall St. Rank held Applied Materials as of Q3 2026.

Based on Wendell David Associates's 13F filing for Q3 2026, filed 27 Oct 2026.